AMD Advanced Micro Devices, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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23:54
Jun 03
Jun 03
Watch AMD as the author notes similar share pressure from custom silicon competition; negative read-through but no position language.
MED
20:30
Jun 03
Jun 03
Author highlights a new robotics ETF listing and names indirect beneficiaries as potential trend candidates but uses hedged language like "maybe" and "could" rather than stating a personal position.
LOW
17:56
Jun 03
Jun 03
Author notes AMD EPYC CPUs are validated as compatible with MXL's Panther accelerator; cited as a co-validation data point, no directional call on AMD itself.
LOW
15:21
Jun 03
Jun 03
The author exited AMD after a 5x run to buy NVDA, arguing NVDA is undervalued relative to AMD's higher valuation despite similar growth rates.
LOW
13:40
Jun 03
Jun 03
The author neutrally relays Ben Emons' "Parabolic 7" label for Sandisk, Marvell, Micron, Intel, Dell, AMD, and Broadcom without endorsing a position.
LOW
11:45
Jun 03
Jun 03
Watch AMD as a secondary GPU supplier to Google Cloud with explicitly smaller exposure than Nvidia, within the broader AI infrastructure capex cycle.
MED
10:41
Jun 03
Jun 03
The author lists examples of beta plays across narratives in reply to a question, but does not state a personal position or forward-looking call.
LOW
09:09
Jun 03
Jun 03
The article explicitly ties surging CPU demand to the agentic AI trend and highlights that the GPU-to-CPU ratio is moving toward 1:1. As one of the two dominant x86 CPU makers, AMD is a direct benefic
The article explicitly ties surging CPU demand to the agentic AI trend and highlights that the GPU-to-CPU ratio is moving toward 1:1. As one of the two dominant x86 CPU makers, AMD is a direct beneficiary of this demand acceleration.
Risk: Competition from Intel and potential shift to ARM-based CPUs (e.g., NVIDIA Grace) could limit upside.
08:07
Jun 03
Jun 03
Watch AMD as an Ayar investor; its CPO partnership with GFS may link to Sivers in the photonic supply chain.
MED
02:33
Jun 03
Jun 03
The tweet is a casual lifestyle post listing recent events and vague bullish-sounding phrases about AMD, HIMS, and PLTR without any explicit position, catalyst, or forward-looking trade thesis.
LOW
01:27
Jun 03
Jun 03
The author expresses excitement over Micron, AMD, and Marvell in a reply to a job inquiry, but no explicit position or forward call is stated.
LOW
20:26
Jun 02
Jun 02
Historical/self-quoted buy-list used as track-record context in a defensive reply; not a fresh current position or actionable forward call.
LOW
18:59
Jun 02
Jun 02
Watch AMD as the author flags negative competitive pressure if Intel's x86 execution improves, and further risk from Arm AGI CPU wins.
MED
18:59
Jun 02
Jun 02
Watch AMD as a mixed beneficiary; faces competitive pressure but still participates in accelerated compute.
MED
18:42
Jun 02
Jun 02
Watch NVDA/AMD/INTC as identified AEHR customers or burn-in demand drivers; mentioned as supply-chain read-through context, not author-owned positions.
MED
14:54
Jun 02
Jun 02
Watch AMD as Intel’s Arc G3 gains in handheld gaming pressure AMD’s socket share in that segment.
MED
14:54
Jun 02
Jun 02
Watch AMD for mixed impact; category tailwind from CPU demand but share loss risk against Intel's Xeon 6 Plus in agentic inference.
MED
14:27
Jun 02
Jun 02
Watch AMD for moderate negative read-through from x86 share loss in AI, though partially offset by larger CPU TAM (no position stated).
MED
10:38
Jun 02
Jun 02
Nvidia showcased its AI expansion plans at Computex, challenging Intel and AMD, with Bloomberg hosting a live Q&A on June 3 to discuss the global chip war.
10:29
Jun 02
Jun 02
The author corrects a parent claim by noting AMD has capital deals with biotech firms for proteonomics, citing ABSI as one example without taking a directional position.
LOW
09:42
Jun 02
Jun 02
No actionable trade idea; reply is casual banter with no directional view or position disclosure.
LOW
08:29
Jun 02
Jun 02
The tweet compares AMD and NVDA valuations and growth estimates, suggesting one is mispriced but does not state a personal position or explicit trade call.
LOW
07:55
Jun 02
Jun 02
Watch AVGO, NVDA, AMD, and MRVL as companies that route through GlobalFoundries' silicon photonics platform and will have Sivers lasers embedded by default — read-through beneficiaries of the Sivers × GFS collaboration, not author-owned positions.
MED
03:02
Jun 02
Jun 02
Author lists planned buy levels based on Fibonacci discounts, but provides no catalyst or thesis beyond past gains.
LOW
21:39
Jun 01
Jun 01
Buy AMD on structural demand for server CPUs driven by agentic AI orchestration workloads; record $5.38B data center revenue (+39% YoY) validates the thesis, and the 1:4 GPU-to-CPU ratio in NVIDIA Vera Rubin racks implies sustained CPU order growth.
HIGH
21:09
Jun 01
Jun 01
Author notes AMD's valuation is no longer cheap at 60x forward earnings and 25x management's long-term EPS target.
LOW
18:29
Jun 01
Jun 01
Author is long CDNS as a top 2026 idea because its AI-driven chip design tools sit upstream of major semiconductor demand, while NVDA, AVGO, and AMD are mentioned as beneficiaries of the same trend but not as positions.
13:32
Jun 01
Jun 01
Nvidia shares gain three percent at the open while Arm ADRs rise twelve percent, Qualcomm sinks over seven percent, Intel falls nearly seven percent, and AMD drops almost four percent.
12:07
Jun 01
Jun 01
Nvidia plans to debut a new chip for laptops and desktops to challenge Intel and AMD, while oil bounced from a six-week low amid Iran tensions and Powell warned about Fed stress tests.
11:58
Jun 01
Jun 01
The author warns that the equity rally is dangerously concentrated in 10 names with collapsed skew and systematic selling pressure, but does not state a personal position or explicit forward call.
About AMD Analyst Coverage
Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 87 sources. 200 bullish vs 12 bearish calls from 132 analysts. Sentiment: predominantly bullish (33%). 565 total trade ideas tracked.